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Search resuls for: "Equity Model"


9 mentions found


☆ Stocks are about to hit a 'wall of money' that will drive the market to record highs in July, Goldman Sachs says
  + stars: | 2024-06-06 | by ( Matthew Fox | ) www.businessinsider.com   time to read: +3 min
A record $7.3 trillion in money market funds could soon be reinvested elsewhere, according to Goldman Sachs. AdvertisementA "wall of money" is headed for the stock market this summer and will drive equities to record highs, according to a recent note from Goldman Sachs' trading desk. Goldman Sachs managing director Scott Rubner highlighted in the note that a record $7.3 trillion is sitting in money market funds, and a large chunk of that is poised to flow into stocks. AdvertisementIf the Fed cuts rates, then the cash yield on money market funds should drop from its current level of about 5%. AdvertisementWith stocks already trading at records, the gains Rubner expects would send the stock market to fresh highs.
Persons: Goldman Sachs, seasonals, —, Scott Rubner, Rubner, NDX Organizations: Service, Federal Reserve, Nasdaq
☆ 9 top stocks to add to your portfolio now, according to market-beating strategists
  + stars: | 2024-06-05 | by ( James Faris | ) www.businessinsider.com   time to read: +3 min
download the appSign up to get the inside scoop on today’s biggest stories in markets, tech, and business — delivered daily. Read previewThe record market rally has stalled in recent weeks, just as skeptics of stocks became believers. Advertisement9 stocks to put in your portfolio nowAlthough the market's path forward is murky with the pivotal US election season coming up, investors shouldn't fret. A team of BMO strategists headlined by Belski unveiled their latest US strategy portfolios in a June 3 note. For reference, the US tactical equity portfolio surged 4.9% last month, roughly in line with the S&P 500, and has outperformed by 0.9% this year and 2.8% in the last 12 months.
Persons: —, Brian Belski, hasn't, Ed Clissold, Ned Davis, he's, David Lundgren, Belski Organizations: Service, BMO Capital Markets, UBS, Business, Ned, Ned Davis Research, BMO, Microsoft, Netflix, Nvidia Locations: Montreal, BMO's US
☆ Exclusive: An investor in once-hot mental health startup Cerebral is suing the company
  + stars: | 2024-04-03 | by ( Rebecca Torrence | ) www.businessinsider.com   time to read: +5 min
Read previewAccess Industries, the investment firm founded by billionaire Len Blavatnik that invested in mental health company Cerebral, is suing the company and another of its backers as tensions mount inside the mental health company, according to documents obtained by Business Insider. It's the latest challenge to the once-hot mental health startup, which launched in 2020 to provide mental healthcare online. The lawsuit, filed by Access Industries on April 2 in Delaware, alleges an undercover power grab by WestCap, another Cerebral investor. A sinking shipOnce the hottest and fastest-growing mental health startup, Cerebral's fall from grace has been stunning. Since then, Cerebral hasn't raised any more venture funding, and the mental health company has conducted at least three rounds of layoffs.
Persons: —, Len Blavatnik, WestCap, David Mou, SoftBank Organizations: Service, Business, US Department of Justice, Access Industries, DOJ, Industries, Wall Street Journal, Bloomberg, US Drug Enforcement Administration, New York Locations: Delaware, WestCap
☆ 'We are still in a market bubble': A famed economist who called the 2008 recession warns the S&P 500 is as vulnerable as it was before its 25% fall in 2022 — and shares 3 signs of hidden weakness
  + stars: | 2024-03-16 | by ( William Edwards | ) www.businessinsider.com   time to read: +6 min
Just because the current valuation backdrop isn't as extreme as 1999-2000, we are still in a market bubble, and valuations are even more stretched today than they were at the market peaks in 2007, 1990, and 1980." Rosenberg ResearchSecond, the S&P 500 is outperforming the HYG/TLT Ratio. AdvertisementRosenberg ResearchAnd third, even tech stocks, which have been overwhelmingly supporting the S&P 500, appear to be running out of gas, Rosenberg said. The same goes for Paul Dietrich, the chief strategist at B. Riley Wealth, who says the S&P 500 could fall 49% when the current bubble pops. The bull market has thrown egg onto their faces again and again: since the October 2022 lows, the S&P 500 is up a whopping 42%.
Persons: —, David Rosenberg isn't, Merrill Lynch, Rosenberg, he's, manias, HYG, Michael Hartnett, Jeremy Grantham, Paul Dietrich, Riley Wealth, Dietrich, Grantham, Carol Schleif Organizations: Service, Rosenberg Research, Business, Equity Model, Dow Jones, Dow Transports Index, Bank of America's, Bank, America, BMO Family Office
☆ Morgan Stanley Wealth Management adds this stock to its model portfolio because of A.I. opportunity
  + stars: | 2023-08-10 | by ( Hakyung Kim | ) www.cnbc.com   time to read: +2 min
Chipmaker Advanced Micro Devices is an "emerging growth opportunity" in artificial intelligence, according to Morgan Stanley Wealth Management. Investment strategist Daniel Skelly said he added the chipmaker to the firm's equity model portfolio. He noted that AMD is "a leader in chip end markets with potential AI tailwinds." "We viewed AMD's 2Q23 print constructively as management indicated improving business conditions into the second half of the year," Skelly said. "With data center revenue growth troughing, we believe investors should look through to a 2024 inventory re-build that is supported by tailwinds from AI."
Persons: Morgan, Daniel Skelly, Skelly, — CNBC's Michael Bloom Organizations: Devices, Morgan Stanley Wealth Management . Investment, AMD, Intel
☆ OpenAI is reinventing tech compensation with flat salaries, no bonuses and no negotiation as it banks on untapped potential
  + stars: | 2023-06-29 | by ( Kali Hays | ) www.businessinsider.com   time to read: +4 min
OpenAI's buzz has a lot of tech workers eager to join the generative AI company. "Other than them I can't think of any other prominent company adopting this model at this scale," Musa said. Signing bonuses are very rare; there is no target performance bonus; and there is also little to no room for negotiation on compensation, Musa and another person familiar with the company said. All of those things are standard with other tech companies, from startups to Big Tech firms like Meta, Google, and Microsoft. Over the course of four years, the vesting period for the PPU grants, most OpenAI workers can expect to take home at least $2 million in equity pay alone.
Persons: Sam Altman, OpenAI, Zuhayeer Musa, Musa, Altman, Kali Hays Organizations: Big Tech, Meta, Google, Microsoft, Elon Musk's SpaceX, Twitter Locations: Silicon Valley, PPUs, khays
☆ KKR to acquire Circor in $1.6B deal: All Circor employees get stake in company
  + stars: | 2023-06-06 | by ( ) www.cnbc.com   time to read: 1 min
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailKKR to acquire Circor in $1.6B deal: All Circor employees get stake in companyCNBC's Leslie Picker joins 'The Exchange' to discuss the benefits of employee stock ownership, different private equity models, and KKR's move to acquire Circor for $1.6 billion.
Persons: CNBC's Leslie Picker Organizations: KKR
☆ For YouTuber multi-millionaires Rhett & Link, venture capital is the future of creators
  + stars: | 2023-05-20 | by ( Zach Vallese | ) www.cnbc.com   time to read: +6 min
The pair chose to reinvest their earnings, and lessons from their experiences, in burgeoning creators through an accelerator fund. "The right creators are good and investments," said McLaughlin, who is co-CEO of Mythical Entertainment. They both have a vision to grow their business and to lead their business," McLaughlin said. VC firm Slow Ventures has also launched a creator fund and has taken a keen interest in the business of those in the creator economy. Providing creators like Mogilko with capital gives them the ability to grow quickly at a time when they can leverage their existing social media virality.
☆ The messy, high-stakes world of private equity's fossil-fuel dilemma
  + stars: | 2023-04-20 | by ( Rebecca Ungarino | ) www.businessinsider.com   time to read: +13 min
Most major private-investment firms are working to cut down on emissions their portfolio companies send into the atmosphere. It's also set targets to get three-quarters of its majority-owned power-and-energy portfolio companies' emissions that they generate directly and indirectly covered by Paris-aligned climate goals by 2025. A growing number of private-equity firms' pension-fund limited partners are under pressure themselves to either invest around environmental, social, and governance matters or shun investing through those lenses altogether. Firms' plans with their upstream investments tend to draw the most attention because they're involved in drilling for new oil and gas. If you're a private-equity firm and you continue to make new upstream investments, I don't believe you have a Paris-aligned plan.
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